The Entertainment Strategy Guy

A website breaking down the business of media and entertainment.

[The Entertainment Strategy Guy @EntStrategyGuy]

Before I log off for the year, wanted to say thank you to everyone who subscribes! We just passed a big milestone on Substack and are so appreciative of all our followers, subscribers, and supporters.

[The Entertainment Strategy Guy @EntStrategyGuy]

This one touches on everything from the “binge versus weekly” debate to the “football trap” to “hire the opposite” trend to the “why I don’t judge creative exec hires” to “price to earnings hype” to “UX changes" to…well, a bunch more! All in one place!

https://t.co/nURwFwX5mN

[The Entertainment Strategy Guy @EntStrategyGuy]

Second of two MUST READ articles for today. @emohorgan on Netflix and Kids and monetization. Brilliant point!

https://t.co/9IJuACGcG1

[The Entertainment Strategy Guy @EntStrategyGuy]

One of two MUST READ articles for Friday. First, @toppage on YouTube and a deep dive into The Gauge...along with some YouTube metrics most folks ignore.

https://t.co/WX6cMTULsI

[The Entertainment Strategy Guy @EntStrategyGuy]

Want one chart that explains most of Netflix’s recent moves? Here you go.

[Arpit Gupta @arpitrage]

Pains me to say it; but Netflix should probably disrupt itself again and find ways of signing exclusive deals with content creators to create and stream short-form content

[Katie Campione @katie_campione]

@simonowens Another good chart to illustrate this, even though he mentions Netflix. D+ is like nonexistent.

[The Entertainment Strategy Guy @EntStrategyGuy]

@NowItsKnown @nielsen @luminate_data If they did line up exactly, sort of like how @NateSilver538 regards outliers, I'd be concerned! Some disagreement is good.

But yes, similar story as I covered in my recap of streaming wars last spring.

[The Entertainment Strategy Guy @EntStrategyGuy]

Want one chart that explains most of Netflix’s recent moves? Here you go.

[The Entertainment Strategy Guy @EntStrategyGuy]

Netflix obviously was very, very unhappy with how their (not cheap) straight-to-streaming films performed last summer.

If you want to know the details, read Brandon’s article!

https://t.co/H08LdtLiEb

[The Entertainment Strategy Guy @EntStrategyGuy]

Safe to say that Brandon Katz’s guest post, “Netflix’s Summer of Bummer” aged pretty darn well...Dan Lin got fired less than two weeks later. Same goes for a film VP Doug Belgrad, his deputy film chief.

[The Entertainment Strategy Guy @EntStrategyGuy]

BTW, please read the article! Nearly every counter is addressed there!

[The Entertainment Strategy Guy @EntStrategyGuy]

And, uh, maybe 13 more…

https://t.co/EU0ly04KNE

[The Entertainment Strategy Guy @EntStrategyGuy]

Plan to put out an article tomorrow about all the turbulence at that one streamer, explained in one chart.

(Who am I kidding? There’s absolutely NO WAY I keep it to one chart. We’ll be lucky if my “visual of the week” includes fewer than ten bespoke charts!)

[The Entertainment Strategy Guy @EntStrategyGuy]

Here...

https://t.co/6sUOjU58nN

[The Entertainment Strategy Guy @EntStrategyGuy]

And @mfrankreporter is out as well with terrific analysis on superhero films and budgets. “In Hollywood’s superhero business, $150 million at the box office can be a disaster. Or wait, can it be a triumph? It turns out it all depends on how much you spend getting there.” Amen.

[The Entertainment Strategy Guy @EntStrategyGuy]

Damn. That’s both excellent analysis and excellent writing. And the article has a terrific visual as well. (I should admit that I was interviewed for the piece, but that doesn’t change the fact that you should read it.)

[The Entertainment Strategy Guy @EntStrategyGuy]

That diminished Disney+ output reflects a wider downsizing across the streaming landscape—but also, perhaps, an overcorrection to an overcorrection by a service that’s searching for a happy medium in the speed of its streaming assembly line.”

[The Entertainment Strategy Guy @EntStrategyGuy]

But seriously, this line: “Each year, Disney delivered several live-action originals between the two franchises. Now the company appears to be cutting that cadence to one or two titles per year.

https://t.co/FLQzsxxxxm

[The Entertainment Strategy Guy @EntStrategyGuy]

I had a short line in TV flops, bombs and misses article on how Disney+ went from making too many shows to almost none.

Well, the always-must-read @BenLindbergh of the @ringer is out with a piece expanding on and fully-explaining that.

[Brandon Katz @Great_Katzby]

In the last week, I've published pieces across:

-@EntStrategyGuy's newsletter
-@observer
-Hub Entertainment Research's (@hubresearchllc) newsletter "Hub Intel"
-Greenlight Analytics' data blog

Not bad